Latest Institutional Purchases of Coca Cola Consolidated, Inc. (COKE)
This list provides information on the latest institutional transactions involving Coca Cola Consolidated, Inc. (COKE) stock that were buys. The list includes the name of the institution, the number of shares exchanged, the range of values for the transaction, and the number of shares held by the institution after the purchase has occurred.
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
Apr 19, 2023
Q1 2023
|
Jfs Wealth Advisors, LLC
|
BUY
|
- |
1+ 16.67% |
$477 - $579
|
7
$794
|
|
| Q4 2022 | |||||||
|
Feb 13, 2023
Q4 2022
|
Pictet Asset Management Sa
Geneva 73, V8 |
BUY
|
- |
571New |
$245K - $309K
|
571
$64.8K
|
|
|
Feb 13, 2023
Q4 2022
|
Avalon Investment & Advisory
Houston, TX |
BUY
|
- |
505New |
$217K - $273K
|
505
$57.3K
|
|
|
Feb 14, 2023
Q4 2022
|
Laurel Wealth Advisors, Inc.
Solana Beach, CA |
BUY
|
- |
461New |
$198K - $250K
|
461
$52.3K
|
|
|
Feb 09, 2023
Q4 2022
|
Plante Moran Financial Advisors, LLC
|
BUY
|
- |
188New |
$80.7K - $102K
|
188
$21.3K
|
|
|
Feb 10, 2023
Q4 2022
|
Comerica Securities,Inc.
|
BUY
|
- |
25New |
$10.7K - $13.5K
|
25
$2.84K
|
|
|
Jan 23, 2023
Q4 2022
|
Sargent Bickham Lagudis LLC
|
BUY
|
- |
5New |
$2.15K - $2.71K
|
5
$567
|
|
|
Jan 13, 2023
Q4 2022
|
Advisor Net Financial, Inc
|
BUY
|
- |
2New |
$858 - $1.08K
|
2
$227
|
|
|
Feb 01, 2023
Q4 2022
|
Disciplined Investments, LLC
Tulsa, OK |
BUY
|
- |
1+ 100.0% |
$429 - $541
|
2
$227
|
|
| Q3 2022 | |||||||
|
Sep 21, 2023
Q3 2022
|
Jefferies Group LLC
New York, NY |
BUY
|
- |
4.58K+ 846.58% |
$1.88M - $2.67M
|
5.12K
$581K
|
|
|
Oct 18, 2022
Q3 2022
|
Sara Bay Financial
|
BUY
|
- |
3.84KNew |
$1.57M - $2.24M
|
3.84K
$436K
|
|
|
Nov 14, 2022
Q3 2022
|
Ergoteles LLC
New York, NY |
BUY
|
- |
2.39KNew |
$980K - $1.4M
|
2.39K
$271K
|
|
|
Nov 14, 2022
Q3 2022
|
Alpha Crest Capital Management LLC
New York, NY |
BUY
|
- |
2KNew |
$819K - $1.17M
|
2K
$227K
|
|
|
Nov 14, 2022
Q3 2022
|
Bellwether Advisors, LLC
|
BUY
|
- |
1.82K+ 92.57% |
$746K - $1.06M
|
3.79K
$430K
|
|
|
Nov 14, 2022
Q3 2022
|
Westwood Holdings Group Inc
Dallas, TX |
BUY
|
- |
1.06KNew |
$436K - $621K
|
1.06K
$121K
|
|
|
Nov 09, 2022
Q3 2022
|
Guardian Wealth Advisors, LLC
Bloomington, MN |
BUY
|
- |
155New |
$63.5K - $90.5K
|
155
$17.6K
|
|
|
Nov 14, 2022
Q3 2022
|
Eaton Vance Management
Boston, MA |
BUY
|
- |
42+ 2.38% |
$17.2K - $24.5K
|
1.81K
$205K
|
|
|
Oct 28, 2022
Q3 2022
|
Eukles Asset Management
|
BUY
|
- |
34New |
$13.9K - $19.8K
|
34
$3.86K
|
|
|
Oct 17, 2022
Q3 2022
|
Burleson & Company, LLC
|
BUY
|
- |
5+ 250.0% |
$2.05K - $2.92K
|
7
$794
|
|
|
Oct 26, 2022
Q3 2022
|
Wipfli Financial Advisors Llc,
|
BUY
|
- |
4New |
$1.64K - $2.33K
|
4
$454
|
|
| Q2 2022 | |||||||
|
Aug 12, 2022
Q2 2022
|
Eam Investors, LLC
Solana Beach, CA |
BUY
|
- |
2.7KNew |
$1.19M - $1.72M
|
2.7K
$307K
|
|
|
Aug 24, 2022
Q2 2022
|
Stock Yards Bank & Trust CO
Louisville, KY |
BUY
|
- |
663New |
$293K - $422K
|
663
$75.2K
|
|
|
Aug 10, 2022
Q2 2022
|
Cnb Bank
Clearfield, PA |
BUY
|
- |
348New |
$154K - $221K
|
348
$39.5K
|
|
|
Aug 11, 2022
Q2 2022
|
Advisor Partners LLC
Walnut Creek, CA |
BUY
|
- |
84+ 18.3% |
$37.1K - $53.4K
|
543
$61.6K
|
|
|
Aug 15, 2022
Q2 2022
|
Vise Technologies, Inc.
New York, NY |
BUY
|
- |
52+ 12.75% |
$23K - $33.1K
|
460
$52.2K
|
|
| Q1 2022 | |||||||
|
May 11, 2022
Q1 2022
|
Ami Investment Management Inc
Kendallville, IN |
BUY
|
- |
3.3KNew |
$1.46M - $2.06M
|
3.3K
$374K
|
|
|
May 16, 2022
Q1 2022
|
One Wealth Advisors, LLC
San Francisco, CA |
BUY
|
- |
538New |
$238K - $337K
|
538
$61.1K
|
|
|
Apr 11, 2022
Q1 2022
|
Everence Capital Management Inc
|
BUY
|
- |
160+ 19.28% |
$70.8K - $100K
|
990
$112K
|
|
| Q4 2021 | |||||||
|
Feb 16, 2022
Q4 2021
|
Mendel Capital Management LLC
|
BUY
|
- |
500New |
$195K - $310K
|
500
$56.7K
|
|
|
Feb 28, 2022
Q4 2021
|
Quent Capital, LLC
|
BUY
|
- |
43New |
$16.7K - $26.6K
|
43
$4.88K
|
|
|
Jan 12, 2022
Q4 2021
|
Gradient Investments LLC
|
BUY
|
- |
14New |
$5.45K - $8.67K
|
14
$1.59K
|
|
| Q3 2021 | |||||||
|
Nov 04, 2021
Q3 2021
|
Pfg Private Wealth Management, LLC
|
BUY
|
- |
75New |
$28.6K - $31.3K
|
75
$8.51K
|
|
|
Oct 22, 2021
Q3 2021
|
Parallel Advisors, LLC
|
BUY
|
CALL |
16New |
$6.11K - $6.68K
|
16
$1.82K
|
|
| Q2 2021 | |||||||
|
Aug 13, 2021
Q2 2021
|
Loring Wolcott & Coolidge Fiduciary Advisors LLP
|
BUY
|
- |
312New |
$89.3K - $141K
|
312
$35.4K
|
|
|
Aug 09, 2021
Q2 2021
|
Tradition Wealth Management, LLC
|
BUY
|
- |
23New |
$6.58K - $10.4K
|
23
$2.61K
|
|
| Q4 2020 | |||||||
|
Jan 11, 2021
Q4 2020
|
Everence Capital Management Inc
|
BUY
|
PUT |
830New |
$188K - $226K
|
830
$94.2K
|
|
|
Jan 13, 2021
Q4 2020
|
One Ascent Financial Services LLC
Birmingham, AL |
BUY
|
- |
750New |
$170K - $204K
|
750
$85.1K
|
|
|
Feb 12, 2021
Q4 2020
|
Charter Oak Capital Management, LLC
|
BUY
|
- |
20New |
$4.53K - $5.45K
|
20
$2.27K
|
|
| Q2 2020 | |||||||
|
Mar 24, 2023
Q2 2020
|
American Portfolios Advisors
Holbrook, NY |
BUY
|
- |
32+ 18.29% |
$6.21K - $8.1K
|
207
$23.5K
|
|
|
Jul 23, 2020
Q2 2020
|
Creative Financial Designs Inc
|
BUY
|
- |
13New |
$2.52K - $3.29K
|
13
$1.48K
|
|
| Q1 2020 | |||||||
|
May 07, 2020
Q1 2020
|
Mark Sheptoff Financial Planning, LLC
Glastonbury, CT |
BUY
|
- |
20New |
$3.85K - $5.75K
|
20
$2.27K
|
|
| Q3 2019 | |||||||
|
Nov 13, 2019
Q3 2019
|
Ack Asset Management LLC
Greenwich, CT |
BUY
|
- |
814New |
$228K - $300K
|
814
$92.4K
|
|
| Q1 2019 | |||||||
|
May 15, 2019
Q1 2019
|
Hbk Investments L P
Dallas, TX |
BUY
|
- |
1.3K+ 54.17% |
$231K - $374K
|
3.7K
$420K
|
|
| Q4 2018 | |||||||
|
Feb 19, 2019
Q4 2018
|
Executive Wealth Management, LLC
|
BUY
|
- |
5New |
$806 - $1.09K
|
5
$567
|
|
| Q1 2018 | |||||||
|
May 14, 2018
Q1 2018
|
Empirical Financial Services, LLC D.B.A. Empirical Wealth Management
|
BUY
|
- |
11KNew |
$1.87M - $2.33M
|
11K
$1.25M
|
|
|
May 07, 2018
Q1 2018
|
Macroview Investment Management LLC
|
BUY
|
- |
433New |
$73.4K - $91.5K
|
433
$49.1K
|
|